Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REGAX (AMERICAN FUNDS EMERGING MARKETS BOND FUND CLASS R-1) | 0.56% | 7.95% | 7.83% | 1.89% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/03/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REGAX (AMERICAN FUNDS EMERGING MARKETS BOND FUND CLASS R-1) | 08/03/2016 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | 7.95 | 7.83 | 1.89 | NA | NA | NA | … | … | 0.56 | 14.72 | -0.29 | 12.80 | -12.78 | -4.42 | 7.11 | 13.12 | -4.75 | 12.39 | -1.58 |
| Sharpe Ratio | NA | 1.50 | 0.99 | -0.06 | NA | NA | NA | … | … | 0.07 | 2.75 | -0.71 | 1.32 | -1.40 | -1.03 | 0.63 | 2.28 | -1.12 | 2.15 | -0.45 |
| Standard Deviation(%) | NA | 4.72 | 5.50 | 6.73 | NA | NA | NA | … | … | 6.04 | 4.32 | 5.47 | 6.96 | 10.22 | 4.33 | 10.91 | 5.10 | 5.49 | 5.48 | 9.07 |
| Draw Down(%) | NA | 4.93 | 7.05 | 24.63 | NA | NA | NA | … | … | 4.93 | 2.99 | 6.16 | 7.05 | 21.92 | 6.66 | 19.50 | 3.90 | 10.47 | 3.77 | 7.63 |
| Yield(%) | 0.00 | 4.66 | 5.82 | 4.67 | 4.81 | 3.20 | 2.40 | … | … | 1.77 | 5.56 | 6.24 | 6.38 | 5.51 | 4.00 | 4.50 | 6.48 | 5.23 | 5.97 | 2.39 |
Data as of 06/05/2026, Common starting date is 08/03/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REGAX (AMERICAN FUNDS EMERGING MARKETS BOND FUND CLASS R-1) |
-5.52%
Oct 2019 – Oct 2022 |
-2.54%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REGAX (AMERICAN FUNDS EMERGING MARKETS BOND FUND CLASS R-1) |
11.54%
Sep 2022 – Sep 2025 |
4.61%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart